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1
Transparent Licenses: Making user
rights clear
Amaz Taufique, Assistant Director, Systems and Technical
Operations, Scholars Portal, OCUL
Christina Zoricic, Metadata Management Librarian, Western
University
Jenny Jing, Information Systems Librarian, Queen’s University
Marc Lalonde, Digital Library Coordinator, University of Toronto
2
• Shared technology service of the 21 university libraries
of the Ontario Council of University Libraries founded
in 2003
• Provides content aggregation and preservation services
for member libraries
• Journals – 16,461 and 40 M articles
• Books – 610,000 ebooks
• GeoPortal – GIS Data
• ODESI – Numeric Data
• Dataverse – Research Data
• OUR – Licenses
What is Scholars Portal
3
Summer 2011
• Events Surrounding Access Copyright =
Major Impact to University Library Systems
• Investigate available options
– Available systems (Verde/homegrown) didn’t cut it
• Ideal Solution
– Easy to implement/use/share
– Multilingual
– Cheap/Free
4
UBC Mondo License Grinder
• Designed to be a back end tool
• Was being used at UBC as license cataloging software
• Open Source
• University of Windsor was using it and linking it into SFX
• OCUL started investigating if it could be re-purposed
• Lots of Potential and was simple to Develop (LAMP
stack)

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Nina Wilson has over 15 years of experience working in libraries and information technology. She has a Master's in Library and Information Studies and a Master's in Information Systems/Software Engineering. Her skills include web development, metadata, databases, and software like Drupal, WordPress, and Microsoft Office. She has held positions as an Online Librarian, Interim Electronic Resources Librarian, Contract Librarian, and Technical Services Librarian. Her responsibilities have included reference services, collection development, cataloging, database management, and web design.

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5
Consultation
• Lawyers
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• Librarians
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– bilingual
– share the work of capturing usage rights for
consortial licenses
– Make it ours
6
CRKN
OCUL
Toronto Queens Western
CREPUQ
McGill ConcordiaUQAM
CAUL
MSVU SMU STFX
7
8
Enhancements
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• APIs
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• Security: SSL and Logout
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9
10
Licensing and Copyright at Western
University
Christina Zoricic
Acting Head, Metadata Access
Western Libraries, Western University
London, Ontario
December 31st, 2013

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 Education
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 Services
Licensing Project Plan
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use for all electronic content at Western Libraries
 Timeline:
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Licensing Project Plan (… cont’d)
 Project Goals:
 Find and identify all active signed licenses
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databases)
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 Create a manual/procedures for the process
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 Two Librarians
 Two Library Assistants
 Support from:
 Other library staff
 Library ITS
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 Compiled list of resources
 How to read a license
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 Double blind method
 Weekly meetings to discuss questions and issues
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Timing is everything!
(or look before you leap)
Some project numbers:
 Started with 1819 ERM records
 31 obsolete records deleted
 Focused on records with holdings attached: 898
 893 records link to licensed use information
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 Work in progress
 More committees and working groups
 Evaluating link resolvers
Jenny Jing
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 To OpenURL Link Resolver: 360 Link
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 To Discovery System: Summon 1& 2?

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Title _360 Title_SP License URL in SP OUR
ABI/Inform ABI Inform Global http://base/ABI_Inform
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•360Link: Matthew Reidsma
•Summon: Wittawat Meesangnil
•Scholars Portal: Amaz Taufique
•University of Toronto: Marc Lalonde
•Western University: Christina Zoricic
Acknowledgements
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• Copyright Specialist: Mark Swartz
• E-Resources Librarians: Anne Brule & Ellen Symons
• Web Coordinator: Katie Legere
• Web Development Technician: Andrew DaCosta
• Application Support Technician: Alex Fletcher
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56
Managing Mappings Dilemma
• How do we manage mappings?
– Excel file/database to map databases->licenses
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ERMs, Catalogs, OpenURL Menus, etc.
– Not easy to share
– Still very tedious
57
Potential Solution
• UofT created mapping tool
• SP imported it into OUR
• For Serial Solutions, Catalogs, etc.
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• Use APIs to query OUR for license information directly from platform
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 Marc and beyond: 3 Linked Data Choices  Marc and beyond: 3 Linked Data Choices
Marc and beyond: 3 Linked Data Choices

The document discusses three options for libraries to adopt linked data: BIBFRAME 2.0, Schema.org, and Linky MARC. BIBFRAME 2.0 is a library standard that allows standardized RDF interchange but is not recognized outside libraries. Schema.org is the de facto web standard that improves discovery on the web but lacks detail for library needs. Linky MARC adds URIs to MARC without changing its format. The document evaluates the pros and cons of each and who may want to adopt each standard.

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Thank you!
Amaz Taufique – amaz@scholarsportal.info - @amazofficial
Christina Zoricic - czorici@uwo.ca - @Libraried
Jenny Jing - jenny.jing@queensu.ca
Marc Lalonde - marc.lalonde@utoronto.ca

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Transparent Licenses: Making user rights clear (OLA Super Conference 2015)

  • 1. 1 Transparent Licenses: Making user rights clear Amaz Taufique, Assistant Director, Systems and Technical Operations, Scholars Portal, OCUL Christina Zoricic, Metadata Management Librarian, Western University Jenny Jing, Information Systems Librarian, Queen’s University Marc Lalonde, Digital Library Coordinator, University of Toronto
  • 2. 2 • Shared technology service of the 21 university libraries of the Ontario Council of University Libraries founded in 2003 • Provides content aggregation and preservation services for member libraries • Journals – 16,461 and 40 M articles • Books – 610,000 ebooks • GeoPortal – GIS Data • ODESI – Numeric Data • Dataverse – Research Data • OUR – Licenses What is Scholars Portal
  • 3. 3 Summer 2011 • Events Surrounding Access Copyright = Major Impact to University Library Systems • Investigate available options – Available systems (Verde/homegrown) didn’t cut it • Ideal Solution – Easy to implement/use/share – Multilingual – Cheap/Free
  • 4. 4 UBC Mondo License Grinder • Designed to be a back end tool • Was being used at UBC as license cataloging software • Open Source • University of Windsor was using it and linking it into SFX • OCUL started investigating if it could be re-purposed • Lots of Potential and was simple to Develop (LAMP stack)
  • 5. 5 Consultation • Lawyers – Helped with legalese • Librarians – display usage rights directly in OpenURL menu – bilingual – share the work of capturing usage rights for consortial licenses – Make it ours
  • 6. 6 CRKN OCUL Toronto Queens Western CREPUQ McGill ConcordiaUQAM CAUL MSVU SMU STFX
  • 7. 7
  • 8. 8 Enhancements • Different YES/NO text • ASK • Activate/Deactivate • APIs • Attach PDF to License • Security: SSL and Logout • OpenURL Integration • Multilingual • Mapping Tool
  • 9. 9
  • 10. 10
  • 11. Licensing and Copyright at Western University Christina Zoricic Acting Head, Metadata Access Western Libraries, Western University London, Ontario
  • 13. Goals of Copyright@Western  Education  Information Resources  Services
  • 14. Licensing Project Plan  Mandate:  Provide users with access to information about licensed use for all electronic content at Western Libraries  Timeline:  8 months (May-December 2014)
  • 15. Licensing Project Plan (… cont’d)  Project Goals:  Find and identify all active signed licenses  Link to information about licensed content across all access points (catalogue, discovery layer, external databases)  Embed licensing element into existing workflows  Create a manual/procedures for the process
  • 16. Licensing Project Team  Two Librarians  Two Library Assistants  Support from:  Other library staff  Library ITS  Customer Service Standing Committee  Western’s Copyright Advisor to the Provost
  • 17. Library Assistant Training Plan  Compiled list of resources  How to read a license  No interpretation allowed  Double blind method  Weekly meetings to discuss questions and issues
  • 19. Timing is everything! (or look before you leap)
  • 20. Some project numbers:  Started with 1819 ERM records  31 obsolete records deleted  Focused on records with holdings attached: 898  893 records link to licensed use information  (over 360 000 access points!!!)  95 problem records unlinked  Side benefit:  Fixed over 100 broken links and access problems!
  • 21. “It’s a manual process!”
  • 25. The problems of (trying) to maintain two knowledge bases  Serials Solutions holdings management and coverage loads into the catalogue  SFX link resolver
  • 26. Next steps…  Mapping OUR records to SFX  Work in progress  More committees and working groups  Evaluating link resolvers
  • 27. Jenny Jing Queen’s University Library OLA Super Conference, 2015, Toronto
  • 28.  To OpenURL Link Resolver: 360 Link  To OPAC: Voyager 8.2 & Voyager 9  To Discovery System: Summon 1& 2?
  • 30. SP OUR DBs 360 Link DBs DBs matched by names Title _360 Title_SP License URL in SP OUR ABI/Inform ABI Inform Global http://base/ABI_Inform Springer Springer eBooks http://base/Springer_eBooks ACM Digital Library ACM Digital Library http://base/ACM_Digital_Lib rary
  • 31. 360 Link - ABI/Inform - Springer eB ProQuest DBs Matched - ABI Inform - Springer A Queen’s internal DBABI Inform global + URL SP OUR Springer+ URL Queen’s ERM Maintained DBs SP OCUL Maintained DBs DB names + URLs URLs DB of DBs • Springer Queen’s ERM Maintained DBs DB names Matched - ABI Inform - Springer DB names + URLs URLs Assign URL using a mapping tool
  • 37. But using the Publisher Info is not accurate to get the license links for some resources
  • 40. • Programming • System Admin • Database • Cataloging • Project Management
  • 41. 三人行,必有我师. There must be a teacher for me among any three companions. •UBC: Teresa Lee •360Link: Matthew Reidsma •Summon: Wittawat Meesangnil •Scholars Portal: Amaz Taufique •University of Toronto: Marc Lalonde •Western University: Christina Zoricic Acknowledgements
  • 42. • Associate University Librarian: Michael Vandenburg • Copyright Specialist: Mark Swartz • E-Resources Librarians: Anne Brule & Ellen Symons • Web Coordinator: Katie Legere • Web Development Technician: Andrew DaCosta • Application Support Technician: Alex Fletcher
  • 44.  http://jingjenny.wordpress.com/license-link/  https://gist.github.com/happyrainb  https://code.google.com/p/mondo-license-grinder/  Jenny.jing@queensu.ca
  • 45. Transparent Licenses: Making user rights clear University of Toronto Libraries Marc Lalonde Digital Library Coordinator marc.lalonde@utoronto.ca
  • 46. Serials Solutions UTL EIR (local ERM) UTL Databases table JSON  Summon  360 Link  Catalogue HTML  Detail page License mapper Instantaneous mirroring
  • 55. 56 Managing Mappings Dilemma • How do we manage mappings? – Excel file/database to map databases->licenses – Manually/programmatically enter license URLs in various ERMs, Catalogs, OpenURL Menus, etc. – Not easy to share – Still very tedious
  • 56. 57 Potential Solution • UofT created mapping tool • SP imported it into OUR • For Serial Solutions, Catalogs, etc. • Import Active DBs into OUR regularly and create mappings to licenses • Use APIs to query OUR for license information directly from platform • For SFX – Active targets appear in real-time in OUR – Create Mappings – Automated process pushes out info into SFX note field
  • 57. 58
  • 58. 59
  • 59. 60
  • 60. 61
  • 61. 62 Thank you! Amaz Taufique – amaz@scholarsportal.info - @amazofficial Christina Zoricic - czorici@uwo.ca - @Libraried Jenny Jing - jenny.jing@queensu.ca Marc Lalonde - marc.lalonde@utoronto.ca

Editor's Notes

  1. At OCUL we started to Investigate options to store and display our license information CURRENT SYSTEMS: VERDE – ERM tool with a licensing component, not everyone was using it, Cumbersome, Difficult to use, Costs Money, Steep learning curve HOMEGROWN Needed development time, Not easy to share, Only feasible for larger universities None of these options met the needs of the consortia WHICH WERE
  2. Can Mondo be repurposed and further developed to fit the needs of OCUL? We decided to give it a shot and develop requested features in house
  3. Librarians Provided initial feedback on wish list of features But the number one requested feature was for consortial licenses. So we re-wrote the application to support consortial instances that pushed out data to it’s members. MAKE IT OURS, literally and acronymically. We called Online Usage Rights (OUR).
  4. Here’s the model we used for license sharing: CRKN staff enter CRKN negotiated licenses into OUR. We enter licensing information once and that information would get propagated to appropriate Child instances? In this example any licenses that CRKN staff create will automatically propagate to any schools with an instance in SP OUR. Each consortia also has their own instance These licenses appear as “READ ONLY” Licenses, schools cannot edit them. They can choose to activate/deactivate them.
  5. A hot enhancement request was SFX integration. So we created an “SFX” view and called it from within an iframe that we embedded in an SFX targets’ note field
  6. But the whole idea of creating these licenses was to be able to display them at the time of consumption. At SP, we started displaying OUR usage rights on our E-journals Platform (using the OUR API).
  7. “one of these things is not like the others” How did I wind up in a presentation with a bunch of Systems people?
  8. December 31st, 2013 marked the end of UofT and Western’s agreement with Access Copyright, and the launch of copyright@Western.
  9. As Western stepped away from the Access copright deal, the university outlined three goals to help the Western community make informed decisions when using the published work of others in research and teaching: Education Information resources Services
  10. Harriet Rykse and I were responsible for leading the project and we received special funding to hire two Library Assistants on contract, May Dew-ong and Amberley Zavitz - they have been very valuable in the process - May has a legal assistant background and Amberley, an archival description background so together they’ve made an excellent team. We also relied on support from our ITS department, the library’s customer service committee and the university’s copyright advisor, Tom Adam.
  11. This is part of one of the first decision maps we developed for the whole project. As you can see, the process is quite complicated and labour intensive.
  12. OUR Database was ready and waiting for us to implement, people were talking about this issue on listservs Right before our two contract library asistants were set to start, we attended the OUCL workshop – “Thinking OCUL-y: Licensing and Collections Symposium” held at the university of toronto - by the end of the day, walking to catch our train home, Harriet and I had totally changed our plan for how the work would get done! Many thanks to Jen Robertson At UofT for sharing some of her processes loading licenses! :) Photo credit: Daniel Torres Bonatto
  13. In recent years, library collections shift from print version to e-resources, which means library ACQ changed from purchasing materials to license materials. It’s important for us to add the license information to library systems.
  14. In the summer of 2013, we migrated our OpenURL Link Resolver from SFX to 360 Link. We managed to add the license lnfo. to our 360 Link result page August 2013. In this session I will show you the following things: First, let me explain how we made the license database. - Scholars Portal is a service of the Ontario Council of University Libraries. It provides a shared technology infrastructure and shared collections for all 21 university libraries in the province. One of SP’s service is to provide each member an instance of the OCUL Usage Rights (OUR) Database. Which we created with SP and they maintain for us. I will show you what it looks like on the users’ end of the OUR DB in the next slide. Then I will go over each library system which we added the license link and the issues/lessons we’ve learned.
  15. This is the users’ interface of the Queen’s Library’s OUR DB. There are about 600 license pages for our e-resources. The users can search and find the terms of use for each resource. And here is an example what the license page looks like.
  16. The db names are called differently between SP and 360Link, first we need to match them in an internal db. We also need to normalize the names and match them to make an internal database, which contains the names from the two resources and with the URLs of the license pages. Here is what it looks like.
  17. We have the SP’s OUR DB, and we have the 360 Link databases from our vendor ProQuest. The database names in these two resources are different. In order to assign the license page links to the resources in 360Link, we need to match the titles in these two places and add the url of the license links to 360 Link dbs
  18. We learned from University of British Columbia that we can add the license url manually in SS’s Client web site. Thanks to UBC. But we have about 2000 records so that we tried another approach.
  19. The time frame for adding the license info to 360link (May to July)
  20. After we talked to Western University about this project, we learned that they added the license links to their OPAC. So we tried to add it to our Voyager. Here is the Voyager Skin’s file structure and some of the config files we need to learn and modify in order to edit the Voyager skin.
  21. Confucius
  22. Dec 2013 The University of Toronto announced that it was unable to reach an agreement with Access Copyright Library was committed to display usage rights on as many user interfaces as possible
  23. UsingAPI an to query the Online Usage Rights (OUR) database using resource name or license name Transform JSON to display on our various applications
  24. Search for articles
  25. Click on the search results page gives you summary
  26. Click on the title and you get to the 360 Link helper window brings you to detail page
  27. Click on more options link brings you permitted uses summary for each database
  28. Click on catalogue link and you get to summary on catalogue record detail page
  29. Click on details page and you get to HTML page hosted on Scholars Portal Article search: Tony Judt Catalogue search for eBook: Marmot Biology eJournal search: Education
  30. End goal is to deliver this info to users at time of consumption We have to Manually/programmatically enter license URLs in various ERMs, Catalogs, OpenURL Menus, etc.
  31. Because we host SFX, we have access to the database and so we can do a lot of cool things.
  32. Use APIs to access this data… By License Name: By Database Name: By Serials Solutions DB Code: By Serials Solutions DB Code: